Wealth Ease Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The negotiated hourly fee for these services is $250.”

Flat or project fee

$500⁠-⁠$15,000

“6 The negotiated fixed rate for creating client financial plans is between $500 and $15,000.”

Annual fee

$500/yr

“Minimum annual fee: $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealth Ease Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and tailored to each client’s situation.”
• “Clients may terminate agreements within five business days of signing for a full refund, or thereafter with written notice, paying only for services rendered.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Wealth Ease Wealth Management’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Michigan median of $3,250. 84% of the 137 other Michigan planners that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Michigan median of $6,000. None of the 37 other Michigan planners that publish an annual fee charge less.

About Wealth Ease Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

248

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$132,151,221

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332595

Website

wealtheasewm.com (opens in new tab)

Phone

(269) 781-8371

Other planners in Marshall that publish fees

• Miller Financial Services LLCMarshall$150⁠-⁠$500/hr, $5,000
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

Compare all 406 planners in Michigan